Tag: annuities

Asset Allocation October 11, 2021

BlackRock Launches Service to Include Annuities in 401(k) Plans

The asset management giant has signed up five sponsors in a new program aiming to provide a lifetime of retirement income.

Research January 14, 2020

Cost of Living Fears Trump Investor Confidence

Despite highest levels of investor confidence since 2018, fears stunt plans for investment.

Regulation January 3, 2020

MetLife to Pay SEC $10 Million Fine Over Pension Accounting Violations

Firm assumed annuitants were dead or unreachable if they didn’t respond to two mailings.

Research October 11, 2019

Limiting vs. Eliminating Pension Risks

Defined benefit plan sponsors should consider multiple de-risking Strategies.

Risk April 18, 2017

Mercer: Pension Plans Reach a Tipping Point

Cash-outs, annuities and terminations become increasingly prevalent.

Industry White Papers

Revisiting Earnings Acceleration as a Source of Diversifying Excess Returns Is earnings acceleration an underused source of diversification and excess return? See what the new data shows.

A customized approach to ESG doesn’t have to be expensive Many investors are finding that off-the-shelf approaches are not meeting their organization’s unique ESG needs. This case study explores how Invesco created a suite of ESG mandates which track custom-built indexes for a large US-bank, focusing on specific environmental and social issues.

Investing in Companies That Are Shaping the Future For institutional investors, particularly public plans, the need for diverse and uncorrelated returns is paramount. Both traditional global equity investors and those committed to sustainable investment agendas would benefit from an actively managed allocation to the decarbonization theme.